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OMA Question

What Should I Invest In?

What Should I Invest In? In my last post, I discussed several factors to consider when starting to build an investment system and provided a couple examples as starting points. Those starting points were: 1.  S&P 500 2.  60/40 portfolio In this post, I am going to go into more detail on these two examples. […]

OMA Thinking

Building Your DIY Investment System

Building Your DIY Investment System In my last post, I discussed DIY investing.  As I outlined in that post, I believe you need the following three things to be a successful DIY investor. A system for investing Time to execute your system Discipline to stay with your system In this post, I am going to […]

OMA DIY

You Don’t Need A Financial Advisor

You Don’t Need A Financial Advisor There are many cases where people do not need a financial advisor.  In my opinion, you don’t need to pay an advisor if you have the following three things covered. A system for investing Time to execute your system Discipline to stay with your system System Let me start […]

OMA

OMA – Omaha Millennial Advisor

Omaha Millennial Advisor Omaha needs a financial advisor focused on millennials.  That is me.  My name is Jason and I am here to help you.  I believe millennials are often overlooked, especially where investments are concerned.  You hear advertising constantly targeting “pre-retirees” and “retired” individuals.  Those advisors are simply grabbing at the most dollars.  Millennials […]